SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 359 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,550 | -3.2% | 4,784 | +1.7% | 0.15% | -2.6% |
| Q2 2023 | $361,969 | +23.3% | 4,703 | +18.2% | 0.16% | +6.9% |
| Q1 2023 | $293,547 | +15.2% | 3,980 | +12.9% | 0.14% | +2.1% |
| Q4 2022 | $254,738 | +16.9% | 3,526 | +10.1% | 0.14% | -1.4% |
| Q3 2022 | $218,000 | -21.6% | 3,202 | -18.8% | 0.14% | -23.0% |
| Q2 2022 | $278,000 | -8.9% | 3,945 | +20.0% | 0.19% | -2.6% |
| Q4 2021 | $305,000 | – | 3,287 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 211,166 | $30,811,000 | 14.50% |
| B. Riley Wealth Advisors, Inc. | 9,700 | $1,415,000 | 0.48% |
| PINNACLE FINANCIAL PARTNERS INC | 6,120 | $893,000 | 0.46% |
| Cetera Advisors LLC | 11,806 | $1,723,000 | 0.36% |
| Citizens Business Bank | 10,503 | $1,532,000 | 0.34% |
| GENWORTH FINANCIAL INC | 48,615 | $7,093,000 | 0.22% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,579 | $230,000 | 0.15% |
| VSR Financial Services, Inc. | 4,823 | $704,000 | 0.14% |
| Freedom Investment Management, Inc. | 2,480 | $362,000 | 0.12% |
| HighTower Advisors, LLC | 27,224 | $3,972,000 | 0.11% |